Civic Intelligence

Kurtz Fargo LLP

Plan context: Kurtz Fargo 401K Retirement Plan

EIN 27-3147421 • Boulder, CO • 11 filings • 2 plans

1470 Walnut Street Suite 201Boulder, CO 80302
Current Snapshot

Latest Year

2024

2024 Participants

50

2024 Assets

$3,866,718

2024 Contributions

$480,812

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$3,866,718$1,933,359$0201420192024YearValue
$3,866,718Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

50250201420192024YearValue
50Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024150$3,866,718$480,812$9,616iApproximate average salary by contribution assumption: employee only about $240,406 at 4% or $160,271 at 6%; with 50% employer match about $160,271 at 4% or $106,847 at 6%; with 100% employer match about $120,203 at 4% or $80,135 at 6%.
Kurtz Fargo 401K Retirement Plan-50$3,866,718$480,812$9,616iApproximate average salary by contribution assumption: employee only about $240,406 at 4% or $160,271 at 6%; with 50% employer match about $160,271 at 4% or $106,847 at 6%; with 100% employer match about $120,203 at 4% or $80,135 at 6%.
2023147$2,943,973$540,236$11,494iApproximate average salary by contribution assumption: employee only about $287,360 at 4% or $191,573 at 6%; with 50% employer match about $191,573 at 4% or $127,715 at 6%; with 100% employer match about $143,680 at 4% or $95,787 at 6%.
Kurtz Fargo 401K Retirement Plan-47$2,943,973$540,236$11,494iApproximate average salary by contribution assumption: employee only about $287,360 at 4% or $191,573 at 6%; with 50% employer match about $191,573 at 4% or $127,715 at 6%; with 100% employer match about $143,680 at 4% or $95,787 at 6%.
2022139$2,286,192$350,340$8,983iApproximate average salary by contribution assumption: employee only about $224,577 at 4% or $149,718 at 6%; with 50% employer match about $149,718 at 4% or $99,812 at 6%; with 100% employer match about $112,288 at 4% or $74,859 at 6%.
Kurtz Fargo 401K Retirement Plan-39$2,286,192$350,340$8,983iApproximate average salary by contribution assumption: employee only about $224,577 at 4% or $149,718 at 6%; with 50% employer match about $149,718 at 4% or $99,812 at 6%; with 100% employer match about $112,288 at 4% or $74,859 at 6%.
2021130$2,312,475$322,160$10,739iApproximate average salary by contribution assumption: employee only about $268,467 at 4% or $178,978 at 6%; with 50% employer match about $178,978 at 4% or $119,319 at 6%; with 100% employer match about $134,233 at 4% or $89,489 at 6%.
Kurtz Fargo 401K Retirement Plan-30$2,312,475$322,160$10,739iApproximate average salary by contribution assumption: employee only about $268,467 at 4% or $178,978 at 6%; with 50% employer match about $178,978 at 4% or $119,319 at 6%; with 100% employer match about $134,233 at 4% or $89,489 at 6%.
2020121$1,811,853$287,919$13,710iApproximate average salary by contribution assumption: employee only about $342,761 at 4% or $228,507 at 6%; with 50% employer match about $228,507 at 4% or $152,338 at 6%; with 100% employer match about $171,380 at 4% or $114,254 at 6%.
Kurtz Fargo 401K Retirement Plan-21$1,811,853$287,919$13,710iApproximate average salary by contribution assumption: employee only about $342,761 at 4% or $228,507 at 6%; with 50% employer match about $228,507 at 4% or $152,338 at 6%; with 100% employer match about $171,380 at 4% or $114,254 at 6%.
2019121$1,335,762$325,915$15,520iApproximate average salary by contribution assumption: employee only about $387,994 at 4% or $258,663 at 6%; with 50% employer match about $258,663 at 4% or $172,442 at 6%; with 100% employer match about $193,997 at 4% or $129,331 at 6%.
Kurtz Fargo 401K Retirement Plan-21$1,335,762$325,915$15,520iApproximate average salary by contribution assumption: employee only about $387,994 at 4% or $258,663 at 6%; with 50% employer match about $258,663 at 4% or $172,442 at 6%; with 100% employer match about $193,997 at 4% or $129,331 at 6%.
2018116$850,680$126,137$7,884iApproximate average salary by contribution assumption: employee only about $197,089 at 4% or $131,393 at 6%; with 50% employer match about $131,393 at 4% or $87,595 at 6%; with 100% employer match about $98,545 at 4% or $65,696 at 6%.
Kurtz Fargo 401K Retirement Plan-16$850,680$126,137$7,884iApproximate average salary by contribution assumption: employee only about $197,089 at 4% or $131,393 at 6%; with 50% employer match about $131,393 at 4% or $87,595 at 6%; with 100% employer match about $98,545 at 4% or $65,696 at 6%.
2017113$790,024$382,783$29,445iApproximate average salary by contribution assumption: employee only about $736,121 at 4% or $490,747 at 6%; with 50% employer match about $490,747 at 4% or $327,165 at 6%; with 100% employer match about $368,061 at 4% or $245,374 at 6%.
Kurtz Fargo 401K Retirement Plan-13$790,024$382,783$29,445iApproximate average salary by contribution assumption: employee only about $736,121 at 4% or $490,747 at 6%; with 50% employer match about $490,747 at 4% or $327,165 at 6%; with 100% employer match about $368,061 at 4% or $245,374 at 6%.
201619$356,267$160,541$17,838iApproximate average salary by contribution assumption: employee only about $445,947 at 4% or $297,298 at 6%; with 50% employer match about $297,298 at 4% or $198,199 at 6%; with 100% employer match about $222,974 at 4% or $148,649 at 6%.
Kurtz Fargo 401K Retirement Plan-9$356,267$160,541$17,838iApproximate average salary by contribution assumption: employee only about $445,947 at 4% or $297,298 at 6%; with 50% employer match about $297,298 at 4% or $198,199 at 6%; with 100% employer match about $222,974 at 4% or $148,649 at 6%.
201518$180,395$38,155$4,769iApproximate average salary by contribution assumption: employee only about $119,234 at 4% or $79,490 at 6%; with 50% employer match about $79,490 at 4% or $52,993 at 6%; with 100% employer match about $59,617 at 4% or $39,745 at 6%.
Kurtz Fargo 401K Retirement Plan-8$180,395$38,155$4,769iApproximate average salary by contribution assumption: employee only about $119,234 at 4% or $79,490 at 6%; with 50% employer match about $79,490 at 4% or $52,993 at 6%; with 100% employer match about $59,617 at 4% or $39,745 at 6%.
201415$158,400$23,354$4,671iApproximate average salary by contribution assumption: employee only about $116,770 at 4% or $77,847 at 6%; with 50% employer match about $77,847 at 4% or $51,898 at 6%; with 100% employer match about $58,385 at 4% or $38,923 at 6%.
Kurtz Fargo 401K Retirement Plan-5$158,400$23,354$4,671iApproximate average salary by contribution assumption: employee only about $116,770 at 4% or $77,847 at 6%; with 50% employer match about $77,847 at 4% or $51,898 at 6%; with 100% employer match about $58,385 at 4% or $38,923 at 6%.